What makes a good job request?

When submitting a job request, there are certain details which, if are always are provided, will give the highest probability of getting started as soon as possible.

Below are the details which we recommend always providing.  Basically please make sure to take the time in the beginning to send us as much detail and context as possible.

In the end, taking the time in the beginning, will save days to a the projects deliverable.

Below we have provided the details and explanations for the fields when creating a new job request.

Context and Description

Provide a bit of context about the job. The more details you provide, the better.  

Context Example:

We are a t-shirt design business for YouTubers.  We are looking to grow our list by offering a free downloadable about 'Top 10 ways to make money on YouTube'.  

Description Example:

Please create a popup lead capture on our website to download the attached "10 ways" ebook.  We will then nurture the prospect through a series of 5 emails.  The final email is a sales email with links to our shop and how to open an account with us. Please see the link to a google doc for copy.

How to best fill out the fields in a Job:

  • Job Title: Your request title should be a few words describing the request. i.e. "How do I add a payment" or "Campaign XXXX is broken"

  • Job Context: Context is EVERYTHING. Remember we are not in the room with you so providing a bit of context around why you need this done can really help sometimes.

  • Job Description/Context:  Your description should include a detailed description of what you need done. Make sure you are clear on the outcome so we can provide you with an accurate schedule or a quick resolution.

  • Goal of Job: What is the actual goal of the project? This is part of the context, and sometimes we can even provide feedback on better ways can be achieved when provided. If a campaign, what is the end goal of the campaign. What will make the campaign finish?

  • Triggers: What kicks this off? Is it a form submission, a tag being applied, an Infusionsoft Landing Page being completed?
  • Deadline: Let us know if you have a deadline or a specific time frame you need the campaign launched by.  

    We can't guarantee that we will be able to complete the project by this deadline.  However we will do our best take the deadline into consideration when we are scheduling your project.

  • Questions: Are you not clear on how something would work? Please feel free to ask questions about how we would build anything.

  • Copy/Content: Please attach any files or url to any document containing the copy for any emails, landing pages, or SMS.

    TIP: It's a good idea to have the copy prewritten, if they are not, your delivery date for the project are typically extended 1 or 2 business days as we will need to re-test after updating any content.

  • Attachments: Sometimes a picture is worth a thousand words. Make sure you attach any supporting documentation that would help us solve your request ASAP.


  • Is this preventing your business from running and needed solved ASAP? Add URGENT to the subject line so we make it our #1 priority.

    Note: that it will stop all other work and we will focus all our resources on fixing the issue for you. Can NOT guarantee a timeline we can get it done, but we will prioritise it.
  • Let us know what priority it places in your list. At the bottom of the email add Priority 1, 2 or 3. Priority 1 being the most important.

    You can have multiple tickets under each priority and we will only move to priority 2 or 3 once all requests in higher priorities have been solved


  • Subject line for the broadcast
  • Include the copy for the email or the name of the Infusionsoft template you want us to use
  • When is the email meant to be sent? (Deadline)
  • Who will receive the email? Name of tags, saved searches or criteria to search for
  • Email(s) address(es) to send tests to


  • Describe how the campaign should flow from start to finish. The more details you provide, the better.
  • Include what is the purpose of the campaign or your end goal is.
  • Let us know if you have a deadline or a specific time frame you need the campaign launched by
  • All copy attached or hyperlinks to Google docs or Dropbox


  • Describe how the campaign should flow from start to finish and which parts of that flow need updating.
  • Let us know if you have a deadline or a specific time frame you need the campaign launched by
  • Any copy that needs updating should be attached or hyperlinks to Google docs or Dropbox


  • What would you like to integrate with what
  • Have you purchased and setup both parties?
  • Attach login details for the applications you would like to integrate
  • Describe what function or integration you would like to perform.